CFD

Creative Financial Designs Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.93%
This Quarter Est. Return
1 Year Est. Return
+10.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$609M
AUM Growth
-$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,416
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.7M
3
+$7.19M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$6.98M
5
VTV icon
Vanguard Value ETF
VTV
+$4.83M

Top Sells

1
+$10.2M
2
+$6.4M
3
+$6.17M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$5.87M
5
PSMM
Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
+$3.95M

Sector Composition

1 Technology 4.44%
2 Industrials 2.67%
3 Financials 2.51%
4 Consumer Discretionary 2.25%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$14K ﹤0.01%
253
-106,064
802
$14K ﹤0.01%
567
803
$14K ﹤0.01%
597
804
$14K ﹤0.01%
507
805
$13K ﹤0.01%
387
-150
806
$13K ﹤0.01%
275
807
$13K ﹤0.01%
21
+4
808
$13K ﹤0.01%
296
809
$13K ﹤0.01%
1,000
-300
810
$13K ﹤0.01%
600
+100
811
$13K ﹤0.01%
647
812
$13K ﹤0.01%
1,130
+130
813
$13K ﹤0.01%
553
-272
814
$13K ﹤0.01%
431
+206
815
$13K ﹤0.01%
275
816
$13K ﹤0.01%
473
817
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800
818
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819
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350
820
$13K ﹤0.01%
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821
$13K ﹤0.01%
90
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822
$13K ﹤0.01%
174
+1
823
$13K ﹤0.01%
424
824
$13K ﹤0.01%
285
+2
825
$13K ﹤0.01%
225
31 32
33
34 35